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Sun Life Financial’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Sun Life Financial’s Portfolio XTL Stock Details XTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-10,070
Closed -$560K – 102
2013
Q4 		$560K Hold
10,070
– – 0.05% 99
2013
Q3 		$525K Buy
+10,070
New +$517K 0.05% 99

Other funds holding XTL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sun Life Financial's XTL Position: Q1 2014 in Review

Sun Life Financial sold out of State Street SPDR S&P Telecom ETF (XTL) in Q1 2014, closing a stake of 10,070 shares — an estimated $560K sold.

Sun Life Financial first reported a position in XTL in Q3 2013 and held it in 2 quarters. The position peaked at $560K in Q4 2013. 11 funds tracked by Wall St. Rank hold XTL as of Q1 2014.

  • Sun Life Financial reported no remaining State Street SPDR S&P Telecom ETF position as of Q1 2014 after selling out during the quarter.
  • Sun Life Financial sold 10,070 State Street SPDR S&P Telecom ETF shares in Q1 2014, an estimated $560K.
  • Sun Life Financial first reported a position in State Street SPDR S&P Telecom ETF in Q3 2013 and held it in 2 quarters.
  • Sun Life Financial's State Street SPDR S&P Telecom ETF position peaked at $560K in Q4 2013.
  • 11 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q1 2014.

Based on Sun Life Financial's 13F filing for Q1 2014, filed 15 May 2014.